CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$62.2K 0.01%
788
352
$61.8K 0.01%
188
353
$60.7K 0.01%
891
354
$60.5K 0.01%
1,134
355
$60.4K 0.01%
+245
356
$60K 0.01%
5,000
357
$59.9K 0.01%
+706
358
$59.7K 0.01%
194
+192
359
$59.4K 0.01%
1,592
360
$57.7K 0.01%
1,330
361
$57.4K 0.01%
1,280
-24
362
$57.3K 0.01%
2,256
363
$57.2K 0.01%
+275
364
$57.1K 0.01%
3,000
-30
365
$56.6K 0.01%
717
366
$56.3K 0.01%
871
-94
367
$56.2K 0.01%
738
-13
368
$55.1K 0.01%
757
+60
369
$55K 0.01%
570
370
$53.7K 0.01%
+1,061
371
$52.8K 0.01%
64
+42
372
$52.6K 0.01%
718
373
$52.1K 0.01%
400
-20
374
$51.9K 0.01%
+253
375
$51K ﹤0.01%
706
+32
13 14
15
16 17